How to create a Microsoft Word Report in Mail & Deploy

In this tutorial, you will learn how to design a complete Microsoft Word report with Mail & Deploy, step by step. #MailAndDeploy #Qlik #WordReport We start from a Word template with two charts and build a full sales report: a dynamic title with region and period, an automatic table of contents, charts in both chart and tabular visualization, and a repeater that creates a detailed section for every sales rep. Then we improve the report with higher chart quality, the right pivot table, and a data source filter that is removed for a single chart only. Finally, we use local variables and a condition element to remove the last page break. What you will learn: ✔ Adding expression elements for region and period ✔ Inserting an automatic table of contents ✔ Showing a chart as a table (tabular visualization) and keeping codes unique with suffixes ✔ Building a repeater per sales rep with gauges, pie, line and bar charts and a pivot table ✔ Setting the chart quality to very high or ultra high ✔ Formatting pivot tables (merge left dimensions, alignment, indent) ✔ Using preparation actions to remove a data source filter for one element ✔ Using local variables and a condition element to hide the last page break Chapters: 0:00 Intro 0:19 Title, region and period 0:54 Table of contents 1:10 Page breaks and section headings 1:24 Showing a chart as a table 1:47 Tree map and first preview 2:05 Report structure per sales rep 2:33 Creating the repeater 2:56 Gauge: Revenue vs last year's revenue 3:10 Pie chart with a table in a text box 3:39 Sales section: line and bar charts 4:02 Pivot table and preview 4:27 Reviewing the result 5:02 Improving chart quality 5:18 Page break between sales reps 5:30 Selecting and formatting the pivot table 5:53 Removing a filter for a single chart 6:35 Checking the fixed report 6:54 Removing the last page break: local variables 8:01 Condition element 8:15 Final result 8:33 Outro In the next tutorial, we will send this report by email to the regional managers. For more, check out our other tutorials on our YouTube channel.